Overlooked Hurdle in GTM:
Closing the Deal

Streamlining quote-to-cash for faster deal execution

Why Closing the Deal Matters?

Optimizing the Quote-to-Cash Process for GTM Success

RevOps professionals focus on improving the customer journey, but what about the deal-closing experience? Lengthy legal procedures, slow approvals, and inconsistent quoting hinder revenue growth. Join industry experts as they share best practices for streamlining quote-to-cash workflows, ensuring pricing accuracy, and integrating tools to accelerate sales execution. Discover how to create an agile closing process that benefits both internal teams and buyers.

What You'll Learn?

How Salesforce admins can integrate CPQ for seamless deal execution

Optimizing quoting workflows for speed, accuracy, and efficiency

Enhancing guided selling to drive revenue and deal success

Meet the experts

Learn from Industry Leaders

Sean Whitestone

Sean Whitestone

Operating Partner, Venture Tech Group

Mark Lerner

Director of Growth Marketing, DealHub

Key Discussion Topics

People

Aligning sales, RevOps, and finance teams for a smooth closing process.

Ensuring adoption of CPQ and quoting tools by sales teams.

Creating a buyer-friendly experience that removes friction from deal execution.

Process

Reducing delays with automated approvals and pricing workflows.

Standardizing quote formats to improve accuracy and compliance.

Ensuring contract terms reflect real-time customer negotiations.

Technology

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Integrating CPQ seamlessly into Salesforce for enhanced efficiency.

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Leveraging guided selling to simplify complex deal structures.

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Using digital deal rooms for interactive, customer-friendly closing experiences.

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